The rotation into value stocks has room to run, says strategist

Ross Mayfield of Baird says the rotation into cyclical and value stocks has legs, but notes that the sell-off in techs is uncovering buying opportunities. He also says he'll be watching signals from the labor market for inflationary effect from U.S. President Biden's $1.9 trillion coronavirus aid package.
Mon, Mar 8 202110:11 PM EST